MTD vs. PHMIX
Compare and contrast key facts about Mettler-Toledo International Inc. (MTD) and PIMCO High Yield Municipal Bond Fund (PHMIX).
PHMIX is managed by PIMCO. It was launched on Jul 30, 2006.
Performance
MTD vs. PHMIX - Performance Comparison
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MTD vs. PHMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MTD Mettler-Toledo International Inc. | -8.62% | 13.93% | 0.88% | -16.08% | -14.83% | 48.92% | 43.67% | 40.26% | -8.71% | 48.01% |
PHMIX PIMCO High Yield Municipal Bond Fund | 0.04% | 5.00% | 5.33% | 8.97% | -13.90% | 5.51% | 6.21% | 10.77% | 2.28% | 9.83% |
Returns By Period
In the year-to-date period, MTD achieves a -8.62% return, which is significantly lower than PHMIX's 0.04% return. Over the past 10 years, MTD has outperformed PHMIX with an annualized return of 13.80%, while PHMIX has yielded a comparatively lower 3.70% annualized return.
MTD
- 1D
- 1.02%
- 1M
- -3.85%
- YTD
- -8.62%
- 6M
- -1.22%
- 1Y
- 10.18%
- 3Y*
- -5.92%
- 5Y*
- 1.63%
- 10Y*
- 13.80%
PHMIX
- 1D
- 0.36%
- 1M
- -2.00%
- YTD
- 0.04%
- 6M
- 0.99%
- 1Y
- 3.34%
- 3Y*
- 5.46%
- 5Y*
- 1.65%
- 10Y*
- 3.70%
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Return for Risk
MTD vs. PHMIX — Risk / Return Rank
MTD
PHMIX
MTD vs. PHMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mettler-Toledo International Inc. (MTD) and PIMCO High Yield Municipal Bond Fund (PHMIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| MTD | PHMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 0.66 | -0.36 |
Sortino ratioReturn per unit of downside risk | 0.67 | 0.91 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.17 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.35 | 0.93 | -0.58 |
Martin ratioReturn relative to average drawdown | 1.03 | 2.66 | -1.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MTD | PHMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 0.66 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.34 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.79 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.85 | -0.31 |
Correlation
The correlation between MTD and PHMIX is 0.00, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
MTD vs. PHMIX - Dividend Comparison
MTD has not paid dividends to shareholders, while PHMIX's dividend yield for the trailing twelve months is around 4.58%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MTD Mettler-Toledo International Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PHMIX PIMCO High Yield Municipal Bond Fund | 4.58% | 5.91% | 5.33% | 4.71% | 3.39% | 3.84% | 3.62% | 4.38% | 4.41% | 4.22% | 4.12% | 4.46% |
Drawdowns
MTD vs. PHMIX - Drawdown Comparison
The maximum MTD drawdown since its inception was -61.43%, which is greater than PHMIX's maximum drawdown of -35.54%. Use the drawdown chart below to compare losses from any high point for MTD and PHMIX.
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Drawdown Indicators
| MTD | PHMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.43% | -35.54% | -25.89% |
Max Drawdown (1Y)Largest decline over 1 year | -22.44% | -5.41% | -17.03% |
Max Drawdown (5Y)Largest decline over 5 years | -43.47% | -18.96% | -24.51% |
Max Drawdown (10Y)Largest decline over 10 years | -43.47% | -18.96% | -24.51% |
Current DrawdownCurrent decline from peak | -25.17% | -2.35% | -22.82% |
Average DrawdownAverage peak-to-trough decline | -13.58% | -5.00% | -8.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.62% | 1.89% | +5.73% |
Volatility
MTD vs. PHMIX - Volatility Comparison
Mettler-Toledo International Inc. (MTD) has a higher volatility of 10.11% compared to PIMCO High Yield Municipal Bond Fund (PHMIX) at 1.36%. This indicates that MTD's price experiences larger fluctuations and is considered to be riskier than PHMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MTD | PHMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.11% | 1.36% | +8.75% |
Volatility (6M)Calculated over the trailing 6-month period | 19.01% | 2.17% | +16.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.01% | 5.69% | +28.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.02% | 4.83% | +26.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.13% | 4.68% | +24.45% |